While your legal practice management software keeps the daily work of a law firm moving, legal CRM software makes it easier to bring in new clients, engage current clients, and increase your profits. But not all legal CRMs are created equal. Look for these six features when choosing a legal CRM—and put them to work for your law firm.
Billing can be a tedious process for firms that manually bill and invoice clients each month. From manual time tracking and building each client invoice to mailing physical invoices and waiting weeks for payment, it can take more time to get paid than your law firm can afford.
With a cohesive, integrated payment solution on your website, firms can reduce the administrative workload for their staff and automate the billing process. Automated invoicing software drafts preliminary client invoices based on automated time trackers, so firms just have to review invoices for accuracy.
When law firms use manual payment processes, it can take weeks or even months to process payments and get the liquidity you need to keep your law firm running smoothly. Instead, with CosmoLexPay, firms can get paid in as little as 12 hours following client payment. Plus, firms know exactly when clients receive their invoices and can follow up accordingly.
This can save teams hours each week and reduce errors that could further delay client payments.
While we’d love a platform that can become effective without any rollout or employee training, the world hasn’t figured out how to build that system just yet. In the meantime, here are the do’s and don’ts of online website payments, so you can get the most out of your integrated payment platform.
If your goal is to create a better system for your staff and your clients, take time to make sure that everyone is properly trained on how to use the system and can effectively communicate with clients regarding their payments.
Give your team plenty of practice and dry runs ahead of time to ensure that client rollout goes smoothly.
Give your clients plenty of notice regarding your switch to a new system, with different communications over email and in-person meetings. Be prepared that some clients may not want to use the new system at all, and consider building in processes for long-standing clients who don’t like change.
The best way to avoid misunderstanding is via clear, consistent communication with new clients from day one. Review your billing practices and expectations with them multiple times, and make sure they have your policy available for their reference.
Include your billing terms, when payment is due, and any interest applied to past-due invoices.
Don’t drag your feet and wait until an invoice is months overdue to follow up with your client. The longer you wait, the less likely you are to collect full payment. While the initial phone call might be awkward, weekly collections reminders are even worse.
Want to reduce your awkward collection calls? Set up automated payment reminders to make sure an outstanding invoice doesn’t fall off your clients’ radar.
When it comes to streamlining processes and growing your firm, integrating payments on your website is one of the best ways to improve the business side of your law firm—so you can get back to focusing on getting results for your clients.
Rocket Matter offers law firms all the features you need to streamline essential processes. Alongside features like time trackers and batch billing, we also offer online credit card payment options for added convenience—and a powerful website builder that allows you to have a professionally designed website that fully integrates with your practice management system.
Integrating payments on your website—and your website with your practice management software—leads to improved cash flow and more consistent revenue. It also differentiates your firm from competitors by demonstrating your commitment to an exceptional client experience.
To see how you can benefit from integrating CosmoLexPay with CosmoLex Websites, schedule a free demo today.
While your legal practice management software keeps the daily work of a law firm moving, legal CRM software makes it easier to bring in new clients, engage current clients, and increase your profits. But not all legal CRMs are created equal. Look for these six features when choosing a legal CRM—and put them to work for your law firm.
CosmoLex is part of ProfitSolv, a collection of best-in-class software solutions for professional services firms, allowing the freedom for growth and innovation. Using a product-centric and customer-first approach, ProfitSolv collaborates with firms to offer better client services.
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